High-income participants will not be allowed to make pre-tax catch-up contributions to a traditional 401(k) or similar plan starting in 2026, but they will be able to contribute to a workplace Roth.
A sound retirement plan should be based on personal circumstances, and no one strategy is suitable for everyone. This article looks at four goals that a retirement strategy should address.
Knowing your likely life expectancy is an important factor in making long-term financial plans.
Determine whether you should consider refinancing your mortgage.
How much do you need to save each year to meet your long-term financial goals?
How much life insurance would you need to produce a sufficient income stream for your family?